See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,584 | $89,355+297.9% | $141,162+151.9% | $72,985+387.2% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 22.40% | 111.85%-89.4pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $8,060 | $3,114+158.8% | $4,735+70.2% | $2,440+230.3% |
| Participant deferral / active EE | $11,708 | $5,418+116.1% | $6,709+74.5% | $3,607+224.6% |
| Admin fee / account holder | $3,269 | $5,958-45.1% | $10,261-68.1% | $5,124-36.2% |